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SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Tel: 317-975-5033
111 Congressional Blvd., Suite 100
Carmel, Indiana 46032
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based financial advisory firm with nearly $4,946,760,100 in assets under management and provides investment advisory services for 2231 clients. There are currently 42 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
288623
SEC#:
801-112009
No. of Clients:
2231
Assets under Management
$4,946,760,100
No. of Advisors:
42
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